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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,186 | $172,111-51.7% | $150,298-44.7% | $137,256-39.4% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 18.13% | 69.37%-51.2pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,989 | $4,636-57.1% | $4,154-52.1% | $4,156-52.1% |
| Participant deferral / active EE | $5,920 | $6,166-4.0% | $5,453+8.6% | $6,407-7.6% |
| Admin fee / account holder | $12,082 | $16,471-26.6% | $14,116-14.4% | $12,270-1.5% |